Chuck Royce's LAZ Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 968,112 shares of Lazard, Inc. (LAZ) worth $40.6 M, representing 0.33% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in LAZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 846,046 shares. Largest reduction occurred in Q1 2014, reducing 389,048 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Lazard (LAZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lazard (LAZ) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -6,874 | Reduce 0.71% | 968,112 | $41.94 |
| Q1 2026 | +78,658 | Add 8.78% | 974,986 | $42.48 |
| Q4 2025 | +51,191 | Add 6.06% | 896,328 | $48.56 |
| Q3 2025 | -65,037 | Reduce 7.15% | 845,137 | $52.78 |
| Q2 2025 | +62,372 | Add 7.36% | 910,174 | $47.98 |
| Q1 2025 | -8,111 | Reduce 0.95% | 847,802 | $43.30 |
| Q4 2024 | -60,606 | Reduce 6.61% | 855,913 | $51.48 |
| Q3 2024 | -110,100 | Reduce 10.72% | 916,519 | $50.38 |
| Q2 2024 | +57,746 | Add 5.96% | 1.03 M | $38.18 |
| Q1 2024 | +107,599 | Add 12.49% | 968,873 | $41.87 |
| Q4 2023 | +79,282 | Add 10.14% | 861,274 | $34.80 |
| Q3 2023 | +131,653 | Add 20.24% | 781,992 | $31.01 |
| Q2 2023 | +106,080 | Add 19.49% | 650,339 | $32.00 |
| Q1 2023 | +19,200 | Add 3.66% | 544,259 | $33.11 |
| Q4 2022 | -22,350 | Reduce 4.08% | 525,059 | $34.67 |
| Q3 2022 | -52,900 | Reduce 8.81% | 547,409 | $31.83 |
| Q2 2022 | -69,850 | Reduce 10.42% | 600,309 | $32.41 |
| Q1 2022 | -149,300 | Reduce 18.22% | 670,159 | $34.50 |
| Q4 2021 | -46,386 | Reduce 5.36% | 819,459 | $43.63 |
| Q3 2021 | -246,153 | Reduce 22.14% | 865,845 | $45.80 |
| Q2 2021 | -252,832 | Reduce 18.52% | 1.11 M | $45.25 |
| Q1 2021 | +2,605 | Add 0.19% | 1.36 M | $43.51 |
| Q4 2020 | +60,436 | Add 4.64% | 1.36 M | $42.30 |
| Q3 2020 | -14,000 | Reduce 1.06% | 1.3 M | $33.05 |
| Q2 2020 | +226,669 | Add 20.81% | 1.32 M | $28.63 |
| Q1 2020 | -1,090 | Reduce 0.10% | 1.09 M | $23.56 |
| Q4 2019 | -120,033 | Reduce 9.92% | 1.09 M | $39.96 |
| Q3 2019 | +188,892 | Add 18.49% | 1.21 M | $35.00 |
| Q2 2019 | -105,732 | Reduce 9.38% | 1.02 M | $34.39 |
| Q1 2019 | -32,400 | Reduce 2.79% | 1.13 M | $36.14 |
| Q4 2018 | -61,080 | Reduce 5.00% | 1.16 M | $36.91 |
| Q3 2018 | +147,400 | Add 13.74% | 1.22 M | $48.13 |
| Q2 2018 | +9,600 | Add 0.90% | 1.07 M | $48.91 |
| Q1 2018 | -57,245 | Reduce 5.11% | 1.06 M | $52.56 |
| Q4 2017 | -112,889 | Reduce 9.15% | 1.12 M | $52.50 |
| Q3 2017 | -76,683 | Reduce 5.85% | 1.23 M | $45.22 |
| Q2 2017 | -111,200 | Reduce 7.82% | 1.31 M | $46.33 |
| Q1 2017 | -60,840 | Reduce 4.10% | 1.42 M | $45.99 |
| Q4 2016 | -218,750 | Reduce 12.86% | 1.48 M | $41.09 |
| Q3 2016 | -158,037 | Reduce 8.50% | 1.7 M | $36.36 |
| Q2 2016 | +349,000 | Add 23.11% | 1.86 M | $29.78 |
| Q1 2016 | +846,046 | Add 127.39% | 1.51 M | $38.80 |
| Q4 2015 | -84,520 | Reduce 11.29% | 664,161 | $45.01 |
| Q3 2015 | +23,094 | Add 3.18% | 748,681 | $43.30 |
| Q2 2015 | -297,245 | Reduce 29.06% | 725,587 | $56.24 |
| Q1 2015 | -4,850 | Reduce 0.47% | 1.02 M | $52.59 |
| Q4 2014 | -34,475 | Reduce 3.25% | 1.03 M | $50.03 |
| Q3 2014 | -204,960 | Reduce 16.18% | 1.06 M | $50.70 |
| Q2 2014 | -255,900 | Reduce 16.80% | 1.27 M | $51.56 |
| Q1 2014 | -389,048 | Reduce 20.35% | 1.52 M | $47.09 |
| Q4 2013 | -370,052 | Reduce 16.22% | 1.91 M | $45.32 |
| Q3 2013 | -15,060 | Reduce 0.66% | 2.28 M | $36.02 |
| Q2 2013 | +2.3 M | Add 0.00% | 2.3 M | $32.15 |
Chuck Royce's Lazard Investment FAQs
Chuck Royce first purchased Lazard, Inc. (LAZ) in Q2 2013, acquiring 2,297,177 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Lazard, Inc. (LAZ) for 53 quarters since Q2 2013.
Chuck Royce's largest addition to Lazard, Inc. (LAZ) was in Q2 2013, adding 2,297,177 shares worth $73.85 M.
According to the latest 13F filing for Q2 2026, Chuck Royce's firm, Royce & Associates Lp, owns 968,112 shares of Lazard, Inc. (LAZ), valued at approximately $40.6 M.
As of the Q2 2026 filing, Lazard, Inc. (LAZ) represents approximately 0.33% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Lazard, Inc. (LAZ) was 2,297,177 shares, as reported at the end of Q2 2013.